SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 371 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,208 | +209.0% | 793 | +211.0% | 0.00% | +200.0% |
| Q1 2024 | $9,129 | -73.1% | 255 | -73.7% | 0.00% | -75.0% |
| Q4 2023 | $33,879 | +97.5% | 971 | +82.5% | 0.00% | +100.0% |
| Q3 2023 | $17,157 | +2.6% | 532 | +7.3% | 0.00% | 0.0% |
| Q1 2023 | $16,721 | +154.2% | 496 | +137.3% | 0.00% | +100.0% |
| Q4 2022 | $6,577 | +64.4% | 209 | +140.2% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | -60.0% | 87 | -69.5% | 0.00% | -50.0% |
| Q2 2017 | $10,000 | +66.7% | 285 | +54.9% | 0.00% | 0.0% |
| Q3 2013 | $6,000 | +20.0% | 184 | 0.0% | 0.00% | +100.0% |
| Q2 2013 | $5,000 | – | 184 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
| Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
| Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
| Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
| Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
| Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
| MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
| Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |